VWINX vs. JEPAX
Compare and contrast key facts about Vanguard Wellesley Income Fund Investor Shares (VWINX) and JPMorgan Equity Premium Income Fund Class A (JEPAX).
VWINX is managed by Vanguard. It was launched on Jul 1, 1970. JEPAX is managed by JPMorgan. It was launched on Aug 31, 2018.
Performance
VWINX vs. JEPAX - Performance Comparison
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VWINX vs. JEPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VWINX Vanguard Wellesley Income Fund Investor Shares | 0.26% | 10.98% | 5.86% | 6.99% | -9.09% | 8.48% | 8.44% | 9.23% |
JEPAX JPMorgan Equity Premium Income Fund Class A | -0.48% | 7.55% | 12.07% | 9.42% | -4.05% | 19.13% | 5.75% | 7.45% |
Returns By Period
In the year-to-date period, VWINX achieves a 0.26% return, which is significantly higher than JEPAX's -0.48% return.
VWINX
- 1D
- 0.72%
- 1M
- -2.79%
- YTD
- 0.26%
- 6M
- 1.91%
- 1Y
- 8.13%
- 3Y*
- 7.55%
- 5Y*
- 4.12%
- 10Y*
- 5.67%
JEPAX
- 1D
- 1.96%
- 1M
- -5.21%
- YTD
- -0.48%
- 6M
- 2.05%
- 1Y
- 6.64%
- 3Y*
- 8.91%
- 5Y*
- 7.66%
- 10Y*
- —
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VWINX vs. JEPAX - Expense Ratio Comparison
VWINX has a 0.23% expense ratio, which is lower than JEPAX's 0.85% expense ratio.
Return for Risk
VWINX vs. JEPAX — Risk / Return Rank
VWINX
JEPAX
VWINX vs. JEPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellesley Income Fund Investor Shares (VWINX) and JPMorgan Equity Premium Income Fund Class A (JEPAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VWINX | JEPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.49 | +0.74 |
Sortino ratioReturn per unit of downside risk | 1.73 | 0.80 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.13 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 0.79 | +0.94 |
Martin ratioReturn relative to average drawdown | 6.81 | 3.66 | +3.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VWINX | JEPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.49 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.67 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.53 | +0.55 |
Correlation
The correlation between VWINX and JEPAX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VWINX vs. JEPAX - Dividend Comparison
VWINX's dividend yield for the trailing twelve months is around 7.93%, more than JEPAX's 7.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWINX Vanguard Wellesley Income Fund Investor Shares | 7.93% | 7.86% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 3.20% | 4.00% | 5.60% |
JEPAX JPMorgan Equity Premium Income Fund Class A | 7.31% | 7.88% | 6.95% | 8.19% | 11.98% | 5.96% | 11.35% | 5.61% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VWINX vs. JEPAX - Drawdown Comparison
The maximum VWINX drawdown since its inception was -21.72%, smaller than the maximum JEPAX drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for VWINX and JEPAX.
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Drawdown Indicators
| VWINX | JEPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.72% | -32.69% | +10.97% |
Max Drawdown (1Y)Largest decline over 1 year | -5.01% | -10.43% | +5.42% |
Max Drawdown (5Y)Largest decline over 5 years | -15.30% | -13.74% | -1.56% |
Max Drawdown (10Y)Largest decline over 10 years | -17.43% | — | — |
Current DrawdownCurrent decline from peak | -3.13% | -5.53% | +2.40% |
Average DrawdownAverage peak-to-trough decline | -2.64% | -3.05% | +0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 2.26% | -0.99% |
Volatility
VWINX vs. JEPAX - Volatility Comparison
The current volatility for Vanguard Wellesley Income Fund Investor Shares (VWINX) is 2.25%, while JPMorgan Equity Premium Income Fund Class A (JEPAX) has a volatility of 4.15%. This indicates that VWINX experiences smaller price fluctuations and is considered to be less risky than JEPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWINX | JEPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.25% | 4.15% | -1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 3.74% | 6.78% | -3.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.70% | 13.79% | -7.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.96% | 11.43% | -4.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.90% | 15.04% | -8.14% |